D & D Financial Planning Services

DEAR NEW HOME/BUSINESS OWNER(S):

SO.....you really want to be a MILLIONAIRE?

We can show you how new tax law changes can help you maintain your hard earned wealth.
Consider these "wealth questions":

1. How do I deduct POINTS, INTEREST and TAXES paid? What about IRS approved ways to write-off REFINANCING POINTS?
2. What are the new IRA limitations? Are withdrawals for education tax-free?
3. What is best for me...to LEASE or BUY a car?
4. What about NEW OFFICE IN HOME RULES?
5. How complex is tax filing in two or more states? How do reciprocal STATE CREDITS work?
6. Is my W-4 Correct? Is my BIG REFUND a "FORCED SAVINGS"?
7. How do I take advantage of EDUCATION/LIFETIME LEARNING TAX CREDITS?
8. What about NEW ROTH IRA RULES and what they do for me and my family?
9. One in 12 (8%) of TAXPAYER PREPARED RETURNS receive an IRS NOTICE DUE TO ERROR!!! Will I be one?
10. When do the LIMITS ON ITEMIZED DEDUCTIONS/EXEMPTIONS or ALTERNATIVE MINIMUM TAX apply?
11. What Tax Bracket am I in?
12. Are my dependent credits limited?
13. Is my 401k worth the contribution? Can I improve my investment performance? How is my ESOP plan taxed?

It's our job to understand current tax laws and make sure you get the BEST REFUND you have coming. WE SAVE YOU EVERY DOLLAR LEGALLY POSSIBLE. This HIGHLY QUALIFIED PLAN has HELPED MILLIONS. So, you want to be a MILLIONAIRE? CALL US! (800) INC TAXS. Those without MILLIONAIRE ASPIRATIONS ARE ALSO WELCOME TO CALL!

Call (610) 280-0801 or (888) 462-8297 to schedule an appointment. We will use our 50+ years of income tax and personal financial consulting to get you every legitimate deduction!